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Latest
Buy Hold Sell
Undiscovered Funds
Series
Buy Hold Sell
Fund in Focus
Listed Series
Livewire Live
Meet The Investor
Outlook Series
Rapid Fire
Signal or Noise
Success and More Interesting Stuff
The Pitch
The Rules of Investing
Undiscovered Funds
Views from the Top
Categories
Asset Allocation
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global macro
Latest news and analysis on global macro
Asset Allocation
October 02, 2019 11:29
The Importance of Diversification Right Now
One of the most important questions facing markets over the next 12 months is whether the US services sector can keep the broader US economy out of recession despite...
Chamath De Silva
BetaShares
October 02, 2019 11:29
Macro
September 12, 2019 10:48
Negative bond yields - what does it mean, and what’s the end game?
Since the beginning of this year, financial markets and expectations have turned decidedly bearish. Concerns about a Sino-US trade war, along with the so-called...
Chris Bedingfield
Quay Global Investors
September 12, 2019 10:48
Equities
September 04, 2019 07:39
Value is Dead. Long Live Value
There are many ways to create value without showing after-tax profits.This is obvious to anyone with a biotech background (analysis of historic financials is no way to...
Michael Frazis
Frazis Capital
September 04, 2019 07:39
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Equities
August 12, 2019 22:17
Understanding interest rates & equity valuations
Are equities currently expensive and is now a good time to invest? We have been asked this question often by investors who are searching for a return above cash,...
Hue Frame
Frame Funds Management
August 12, 2019 22:17
Macro
July 30, 2019 06:00
Is it time to worry about the Corporate Debt Bubble?
The decline in US interest rates by the Federal Reserve to combat the GFC has left a mark on the investment landscape and triggered the rise of a new bubble – the...
Scott Shuttleworth
Vega Capital
July 30, 2019 06:00
Rapid Fire
July 05, 2019 13:26
Watling: Australian recession is still my base case
Back in February, Chris Watling, CEO and Chief Market Strategist at Longview Economics, wrote that a recession in Australia was likely, and that rates would be cut to...
The Rules of Investing
Livewire Markets
July 05, 2019 13:26
Macro
May 29, 2019 06:50
A historic time to sell - and what to buy
With stocks near all-time-highs, there is steadily accumulating evidence that this may be a historic time to sell. PMIs are diving. PMIs give false signals (eg 2016...
Michael Frazis
Frazis Capital
May 29, 2019 06:50
Macro
May 16, 2019 14:00
What does populism mean for infrastructure investment globally?
Populism is spreading rapidly and globally, and becoming more aggressive in its implementation and execution. It traverses national borders and can infiltrate...
Sarah Shaw
4D Infrastructure
May 16, 2019 14:00
Macro
May 10, 2019 13:48
Are you not concerned?
Markets have changed and probably not for the better. Investor complacency seems to be the norm as their reliance on central banks and policymakers to come to the...
Scott Williams
Fiftyone Capital
May 10, 2019 13:48
Macro
April 12, 2019 11:48
Tim Toohey's macro masterclass
It’s a rare opportunity to get to sit down with an economist of the calibre of Tim Toohey from Ellerston Capital. He was formerly the Managing Director, Chief...
The Rules of Investing
Livewire Markets
April 12, 2019 11:48
March 26, 2019 00:41
Yield curve inversion – what it means
Let’s start by reviewing what the yield curve actually is. Consider a range of durations for government notes, for example, you can have 3-month notes, 1-year notes,...
Scott Shuttleworth
Vega Capital
March 26, 2019 00:41
Education
February 07, 2019 08:24
A look back on the 1929 crash
In my last blog, I provided an overview of Vega Capital’s model for identifying and pre-empting recessions in the United States. Last Thursday (at WeWorks Martin...
Scott Shuttleworth
Vega Capital
February 07, 2019 08:24
Asset Allocation
January 23, 2019 07:21
5 alternative investment options to consider
Investors have likely heard asset allocation specialists advise increasing portfolio exposure to 'alternatives' given the current market conditions. Invesco's...
Ashley O'Connor
Invesco
January 23, 2019 07:21
Macro
January 22, 2019 06:05
Can a recession be predicted? My data might surprise you.
Let’s start by defining what a recession actually is. Google’s dictionary defines it as ‘a period of temporary economic decline during which trading and industrial...
Scott Shuttleworth
Vega Capital
January 22, 2019 06:05
December 21, 2018 09:10
How to handle a down market
Scott Shuttleworth
Vega Capital
December 21, 2018 09:10
October 18, 2018 08:40
Equity Sell-Off - Timing the Buy - An opportunity like early in 2018?
We have seen the second sizeable sell-off this year. The SP500 has dropped -7.80% in October (so far), not quite matching the fall of -11.8% in Jan-Feb 2018. The...
Thomas Schoenmaker
Wentworth Securities
October 18, 2018 08:40
September 29, 2018 12:08
3 steps to make money with options
Scott Shuttleworth
Vega Capital
September 29, 2018 12:08
September 21, 2018 09:42
Don’t fear growth – stay with it
Warren Buffett recently gave an interview where he reiterated his firm belief in the US economy, which justifies Berkshire Hathaway’s investment focus on quality US...
Clime Investment Management
Clime Investment Management
September 21, 2018 09:42
July 23, 2018 06:31
Is the party about to end?
Chris Manuell, CMT
Jamieson Coote Bonds
July 23, 2018 06:31
July 09, 2018 07:30
How cheap are the major markets?
While absolute valuation has limited use for timing cyclical bull and bear markets, it does provide insights into market sensitivities to challenging (or indeed...
Chris Watling
Longview Economics
July 09, 2018 07:30
141-160 of 177
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2
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7
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9
most
popular
Equities
This fund manager outperformed the Small Ords Index by 9.09%. Here’s
how
Sara Allen,
Livewire Markets
Equities
Buy Hold Sell: 5 small stocks with big catalysts on the
horizon
Buy Hold Sell,
Livewire Markets
Equities
Uranium story: Bang the drum, there's a new Boss in town
Chris Conway,
Livewire Markets
Equities
The undiscovered quality stock in the ASX
Michael Teran,
Blackwattle Investment Partners
view all
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